Alpha Creating Estimates
How to create and configure estimates for clients
Creating Estimates
Estimates can be created manually or generated from a house configuration.
Manual Creation
- Navigate to ERP > Estimates and click New Estimate
- Select a Client from the client list
- Set the Expiry Date for the estimate validity period
- Add line items with descriptions, quantities, and pricing
Client Selection
When selecting a client, the estimate auto-populates:
- Client name and address
- Default contact person
- Any negotiated pricing terms
Line Items
Each line item includes:
| Field | Required | Description |
|---|---|---|
| Description | Yes | Product or service description |
| Quantity | Yes | Number of units |
| Unit Price | Yes | Price per unit |
| Discount | No | Percentage or fixed discount |
| Tax Rate | Yes | Applicable tax rate |
You can reorder line items by dragging them, and group related items under section headers.
Pricing
- Unit prices can be entered manually or pulled from the product catalog
- Discounts can be applied per line item or as an overall discount
- Tax rates are applied per line item based on the product tax category
- The total updates automatically as you modify line items
From Configuration
Estimates can be generated directly from a house configuration in the Construction module:
- Open the house configuration in the project
- Click Create Estimate from the configuration actions
- The estimate is pre-populated with all configured options and their pricing
- Review and adjust line items as needed
- Save as draft
This approach ensures pricing consistency between what the buyer configured and the estimate they receive.
Saving and Editing
- Estimates are saved as Draft until explicitly sent
- Draft estimates can be freely edited
- Once sent, the estimate is locked and cannot be modified
- To make changes to a sent estimate, withdraw it first, then create a new version